David Robert Cleary
Chief Executive Officer at Timber Point Capital Management LLC
David Robert Cleary active positions
| Companies | Position | Start | End |
|---|---|---|---|
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Corporate Officer/Principal | 2011-07-28 | - |
Timber Point Capital Management LLC
 Timber Point Capital Management LLC Investment ManagersFinance Timber Point Capital Management LLC (Timber Point) is a SEC-registered investment advisor headquartered in Briarcliff Manor, New York. The firm was founded by David R. Cleary in 2020 and is principally owned by Beechmont Holding Corp. Timber Point provides alternative and multi-asset solutions to a wide range of clientele which includes independent financial advisors, registered funds, institutions and private clients. | Chief Executive Officer | 2019-12-31 | - |
| Chief Investment Officer | 2019-12-31 | - | |
| Compliance Officer | 2019-12-31 | - | |
| Founder | 2019-12-31 | - | |
| Portfolio Manager-Equities | 2019-12-31 | - | |
| President | 2019-12-31 | - |
Career history of David Robert Cleary
Former positions of David Robert Cleary
| Companies | Position | Start | End |
|---|---|---|---|
Lazard Asset Management LLC
 Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Analyst-Fixed Income | 1994-02-28 | 2017-10-31 |
| Portfolio Manager-Fixed Income | 1994-02-28 | 2017-10-31 | |
Crow Point Partners LLC
 Crow Point Partners LLC Investment ManagersFinance Founded in 2006 by Timothy O'Brien and Peter DeCaprio, Crow Point Partners LLC is a registered investment advisor located in Hingham, Massachusetts. The firm provides portfolio management services to registered investment companies or mutual funds, hedge funds and other private investment funds, high net-worth individuals and other US and international institutions. | Chief Investment Officer | - | - |
| Portfolio Manager-Equities | - | - | |
IBJ Schroder Bank & Trust Co.
 IBJ Schroder Bank & Trust Co. Investment ManagersFinance Part of Schroders Plc, IBJ Schroder Bank & Trust Co. is a company that provides fund management services. The company is based in New York, NY. | Corporate Officer/Principal | - | - |
| Union Bank of Switzerland | Portfolio Manager-Fixed Income | 2013-08-05 | - |
Training of David Robert Cleary
| Cornell University | Undergraduate Degree |
Statistics
International
| United States | 7 |
| Switzerland | 2 |
Operational
| Portfolio Manager-Fixed Income | 2 |
| Corporate Officer/Principal | 2 |
| Chief Investment Officer | 2 |
Sectoral
| Finance | 6 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 6 |
|---|---|
| Union Bank of Switzerland | Finance |
Lazard Asset Management LLC
Lazard Asset Management LLC Investment ManagersFinance Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world. | Finance |
Crow Point Partners LLC
Crow Point Partners LLC Investment ManagersFinance Founded in 2006 by Timothy O'Brien and Peter DeCaprio, Crow Point Partners LLC is a registered investment advisor located in Hingham, Massachusetts. The firm provides portfolio management services to registered investment companies or mutual funds, hedge funds and other private investment funds, high net-worth individuals and other US and international institutions. | Finance |
The New York Society of Security Analysts, Inc.
The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Commercial Services |
IBJ Schroder Bank & Trust Co.
IBJ Schroder Bank & Trust Co. Investment ManagersFinance Part of Schroders Plc, IBJ Schroder Bank & Trust Co. is a company that provides fund management services. The company is based in New York, NY. | Finance |
Timber Point Capital Management LLC
Timber Point Capital Management LLC Investment ManagersFinance Timber Point Capital Management LLC (Timber Point) is a SEC-registered investment advisor headquartered in Briarcliff Manor, New York. The firm was founded by David R. Cleary in 2020 and is principally owned by Beechmont Holding Corp. Timber Point provides alternative and multi-asset solutions to a wide range of clientele which includes independent financial advisors, registered funds, institutions and private clients. | Finance |
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